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HAZLETT, BURT & WATSON, INC.

Q4 2023 · 13F-HR

HAZLETT, BURT & WATSON, INC.holdings as filed

Filed 2024-01-25 · accession 0000046392-24-000001

$148,559
Reported value
695
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 695

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$9,9696.71%51,763CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$9,0926.12%119,452CommonNONE
46090E103QQQINVESCO QQQ TR$8,2775.57%20,194CommonNONE
594918104MSFTMICROSOFT CORP$5,6653.81%15,062CommonNONE
023135106AMZNAMAZON COM INC$3,9332.65%25,934CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2,7161.83%6,363CommonNONE
464287168DVYISHARES TR$2,5521.72%21,748CommonNONE
46434V621DGROISHARES TR$2,4301.64%45,097CommonNONE
478160104JNJJOHNSON &JOHNSON$2,2591.52%14,403CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2,1541.45%6,037CommonNONE
464288810IHIISHARES TR$2,1041.42%39,065CommonSOLE
30231G102XOMEXXON MOBIL CORP$2,0781.40%20,810CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1,9951.34%11,717CommonNONE
92204A702VGTVANGUARD WORLD FDS$1,9291.30%3,981CommonNONE
437076102HDHOME DEPOT INC$1,9161.29%5,525CommonNONE
46625H100JPMJPMORGAN CHASE &CO$1,8731.26%10,994CommonNONE
921910840MGVVANGUARD WORLD FD$1,6791.13%15,358CommonNONE
713448108PEPPEPSICO INC$1,4380.97%8,455CommonNONE
742718109PGPROCTER AND GAMBLE CO$1,4130.95%9,648CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1,2660.85%23,002CommonNONE
92826C839VVISA INC$1,1670.79%4,476CommonNONE
02079K305GOOGLALPHABET INC$1,1420.77%8,170CommonNONE
69374H881COWZPACER FDS TR$1,0740.72%20,623CommonNONE
907818108UNPUNION PAC CORP$1,0290.69%4,189CommonNONE
02079K107GOOGALPHABET INC$9940.67%7,074CommonNONE
427866108HSYHERSHEY CO$9800.66%5,258CommonNONE
92189F643MOATVANECK ETF TRUST$9790.66%11,492CommonNONE
670100205NVONOVO-NORDISK A S$9380.63%9,034CommonNONE
97717X669DGRWWISDOMTREE TR$9240.62%13,109CommonNONE
67066G104NVDANVIDIA CORPORATION$9170.62%1,866CommonNONE
031162100AMGNAMGEN INC$9140.62%3,182CommonNONE
149123101CATCATERPILLAR INC$8890.60%3,001CommonNONE
11135F101AVGOBROADCOM INC$8590.58%767CommonNONE
464287705IJJISHARES TR$8480.57%7,440CommonNONE
166764100CVXCHEVRON CORP NEW$8310.56%5,576CommonNONE
360271100FULTFULTON FINL CORP PA$8280.56%50,389CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$8140.55%1,228CommonNONE
00287Y109ABBVABBVIE INC$7980.54%5,154CommonNONE
79466L302CRMSALESFORCE INC$7700.52%2,924CommonNONE
464287879IJSISHARES TR$7610.51%7,385CommonNONE
00724F101ADBEADOBE INC$7450.50%1,242CommonNONE
595112103MUMICRON TECHNOLOGY INC$7430.50%8,721CommonNONE
921937835BNDVANGUARD BD INDEX FDS$7160.48%9,745CommonNONE
532457108LLYELI LILLY &CO$7030.47%1,206CommonNONE
254687106DISDISNEY WALT CO$6800.46%7,470CommonNONE
69374H857CALFPACER FDS TR$6740.45%13,971CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6680.45%1,253CommonNONE
37954Y673PAVEGLOBAL X FDS$6330.43%18,370CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$6280.42%8,046CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$6220.42%12,878CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$5710.38%3,673CommonNONE
N07059210ASMLASML HOLDING N V$5660.38%747CommonNONE
038222105AMATAPPLIED MATLS INC$5640.38%3,484CommonNONE
68389X105ORCLORACLE CORP$5540.37%5,256CommonNONE
717081103PFEPFIZER INC$5480.37%19,007CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$5410.36%1,085CommonNONE
17275R102CSCOCISCO SYS INC$5380.36%10,649CommonNONE
458140100INTCINTEL CORP$5340.36%10,617CommonNONE
464287614IWFISHARES TR$5280.36%1,741CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5190.35%1,091CommonNONE
464287309IVWISHARES TR$5120.34%6,824CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$5100.34%10,345CommonNONE
50540R409LSILABORATORY CORP AMER HLDGS$5070.34%2,236CommonNONE
244199105DEDEERE &CO$4950.33%1,243CommonNONE
438516106HONHONEYWELL INTL INC$4770.32%2,282CommonNONE
89832Q109TFCTRUIST FINL CORP$4650.31%12,666CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4560.31%3,356CommonNONE
464287507IJHISHARES TR$4530.30%1,628CommonNONE
58933Y105MRKMERCK &CO INC$4370.29%4,011CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$4250.29%8,307CommonNONE
88160R101TSLATESLA INC$4210.28%1,720CommonNONE
46137Y401CZAINVESCO EXCHANGE TRADED FD T$4070.27%4,341CommonNONE
126650100CVSCVS HEALTH CORP$4030.27%5,106CommonNONE
693506107PPGPPG INDS INC$4030.27%2,690CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3960.27%751CommonSOLE
464287408IVEISHARES TR$3950.27%2,275CommonNONE
025816109AXPAMERICAN EXPRESS CO$3930.26%2,105CommonNONE
872540109TJXTJX COS INC NEW$3910.26%4,155CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$3890.26%10,328CommonNONE
30303M102METAMETA PLATFORMS INC$3860.26%1,097CommonNONE
060505104BACBANK AMERICA CORP$3840.26%11,391CommonNONE
97717W307DLNWISDOMTREE TR$3820.26%5,765CommonNONE
002824100ABTABBOTT LABS$3820.26%3,475CommonNONE
231021106CMICUMMINS INC$3750.25%1,564CommonNONE
20825C104COPCONOCOPHILLIPS$3720.25%3,202CommonNONE
49456B101KMIKINDER MORGAN INC DEL$3710.25%21,013CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$3690.25%1,920CommonNONE
09247X101BLKCHFBLACKROCK INC$3660.25%452CommonNONE
78463V107GLDSPDR GOLD TR$3650.25%1,900CommonNONE
747525103QCOMQUALCOMM INC$3640.25%2,520CommonNONE
464287598IWDISHARES TR$3620.24%2,182CommonNONE
78464A763SDYSPDR SER TR$3580.24%2,876CommonNONE
464287606IJKISHARES TR$3420.23%4,297CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3410.23%4,097CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$3300.22%6,094CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$3290.22%4,044CommonNONE
191216100KOCOCA COLA CO$3250.22%5,536CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$3240.22%3,000CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$3200.22%4,422CommonNONE
33939L662HYGVFLEXSHARES TR$3120.21%7,628CommonNONE
904767704UNILEVER PLC$3120.21%6,426CommonNONE
922908744VTVVANGUARD INDEX FDS$3110.21%2,086CommonNONE
922908611VBRVANGUARD INDEX FDS$3060.21%1,709CommonNONE
464287549IGMISHARES TR$3040.20%677CommonNONE
922908363VOOVANGUARD INDEX FDS$3030.20%694CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3010.20%663CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2990.20%7,946CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2980.20%1,255CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2960.20%2,254CommonNONE
75513E101RTXRTX CORPORATION$2960.20%3,510CommonNONE
69351T106PPLPPL CORP$2960.20%10,920CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$2950.20%4,718CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2940.20%1,263CommonNONE
922908769VTIVANGUARD INDEX FDS$2940.20%1,242CommonNONE
464288653TLHISHARES TR$2930.20%2,721CommonNONE
718546104PSXPHILLIPS 66$2930.20%2,197CommonNONE
548661107LOWLOWES COS INC$2920.20%1,300CommonNONE
464287325IXJISHARES TR$2880.19%3,329CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2850.19%2,488CommonNONE
921910816MGKVANGUARD WORLD FD$2820.19%1,085CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2810.19%4,439CommonNONE
20030N101CMCSACOMCAST CORP NEW$2780.19%6,340CommonNONE
922908637VVVANGUARD INDEX FDS$2780.19%1,268CommonNONE
931142103WMTWALMART INC$2710.18%1,709CommonNONE
291011104EMREMERSON ELEC CO$2710.18%2,788CommonNONE
46432F842IEFAISHARES TR$2680.18%3,789CommonNONE
464287481IWPISHARES TR$2540.17%2,441CommonNONE
580135101MCDMCDONALDS CORP$2500.17%844CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2490.17%645CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2470.17%4,035CommonNONE
126408103CSXCSX CORP$2440.16%7,052CommonNONE
78463X202FEZSPDR INDEX SHS FDS$2420.16%5,054CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2420.16%2,155CommonNONE
94106L109WMWASTE MGMT INC DEL$2390.16%1,330CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2350.16%793CommonNONE
922908736VUGVANGUARD INDEX FDS$2340.16%752CommonNONE
375558103GILDGILEAD SCIENCES INC$2340.16%2,900CommonNONE
21036P108STZCONSTELLATION BRANDS INC$2320.16%963CommonNONE
194162103CLCOLGATE PALMOLIVE CO$2320.16%2,892CommonNONE
009158106APDAIR PRODS &CHEMS INC$2250.15%821CommonNONE
92204A504VHTVANGUARD WORLD FDS$2220.15%887CommonNONE
464287523SOXXISHARES TR$2190.15%382CommonNONE
646025106NJRNEW JERSEY RES CORP$2180.15%4,910CommonNONE
92204A108VCRVANGUARD WORLD FDS$2150.14%706CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$2150.14%3,323CommonNONE
66987V109NVSNOVARTIS AG$2070.14%2,058CommonNONE
46434V613IUSBISHARES TR$2040.14%4,432CommonNONE
G4388N106HELEHELEN OF TROY LTD$2020.14%1,670CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2010.14%369CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$2000.13%2,618CommonNONE
464287473IWSISHARES TR$2000.13%1,728CommonNONE
949746101WMT2WELLS FARGO CO NEW$1990.13%4,012CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1980.13%810CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$1970.13%911CommonNONE
464287226AGGISHARES TR$1960.13%1,986CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1940.13%1,331CommonNONE
25243Q205DEODIAGEO PLC$1940.13%1,345CommonNONE
969457100WMBWILLIAMS COS INC$1940.13%5,595CommonNONE
744320102PRUPRUDENTIAL FINL INC$1900.13%1,819CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1880.13%2,200CommonNONE
369604301GEGENERAL ELECTRIC CO$1870.13%1,448CommonNONE
92204A603VISVANGUARD WORLD FDS$1870.13%848CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1860.13%3,046CommonNONE
46434V456IQLTISHARES TR$1850.12%4,910CommonNONE
337738108FISVFISERV INC$1840.12%1,378CommonNONE
950810101WSBCWESBANCO INC$1780.12%5,636CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1770.12%1,119CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1760.12%1,916CommonNONE
929160109VMCVULCAN MATLS CO$1740.12%770CommonNONE
56585A102MPCMARATHON PETE CORP$1740.12%1,176CommonNONE
46434G103IEMGISHARES INC$1720.12%3,401CommonNONE
053332102AZOAUTOZONE INC$1690.11%65CommonNONE
59156R108METMETLIFE INC$1680.11%2,512CommonNONE
464288877EFVISHARES TR$1670.11%3,207CommonNONE
871829107SYYSYSCO CORP$1650.11%2,246CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1630.11%906CommonNONE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$1620.11%5,070CommonNONE
H1467J104CBCHUBB LIMITED$1610.11%714CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1580.11%1,638CommonNONE
165167735EXECHESAPEAKE ENERGY CORP$1570.11%2,044CommonNONE
464287432TLTISHARES TR$1560.11%1,577CommonNONE
46429B697USMVISHARES TR$1560.11%2,002CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1540.10%436CommonNONE
00206R102TAT&T INC$1530.10%9,084CommonNONE
37045V100GMGENERAL MTRS CO$1480.10%4,120CommonNONE
464287861IEVISHARES TR$1460.10%2,770CommonNONE
854502101SWKSTANLEY BLACK &DECKER INC$1450.10%1,479CommonNONE
617446448MSMORGAN STANLEY$1440.10%1,552CommonNONE
833034101SNASNAP ON INC$1440.10%500CommonNONE
45783Y814BUFFINNOVATOR ETFS TR$1430.10%3,548CommonNONE
45782C417PFEBINNOVATOR ETFS TR$1420.10%4,365CommonNONE
192025104CODORUS VY BANCORP INC$1420.10%5,517CommonNONE
718172109PMPHILIP MORRIS INTL INC$1390.09%1,479CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1320.09%2,360CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$1310.09%2,270CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$1300.09%2,028CommonNONE
893641100TDGTRANSDIGM GROUP INC$1290.09%128CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1280.09%1,652CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1280.09%4,897CommonNONE
31428X106FDXFEDEX CORP$1260.08%493CommonNONE
464287200IVVISHARES TR$1230.08%261CommonNONE
65339F101NEENEXTERA ENERGY INC$1210.08%1,969CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$1200.08%837CommonNONE
922908751VBVANGUARD INDEX FDS$1190.08%555CommonNONE
64110L106NFLXNETFLIX INC$1180.08%245CommonNONE
579780206MKCMCCORMICK &CO INC$1130.08%1,649CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$1120.08%1,182CommonNONE
464288885EFGISHARES TR$1120.08%1,152CommonNONE
29670G102WTRGESSENTIAL UTILS INC$1110.07%2,995CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$1110.07%2,640CommonNONE
761152107RMDRESMED INC$1100.07%640CommonNONE
803054204SAPSAP SE$1100.07%710CommonNONE
37954Y715BOTZGLOBAL X FDS$1090.07%3,856CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1080.07%2,597CommonNONE
33740U851XPNDFIRST TR EXCHNG TRADED FD VI$1080.07%4,600CommonNONE
922908512VOEVANGUARD INDEX FDS$1050.07%727CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1050.07%562CommonNONE
701094104PHPARKER-HANNIFIN CORP$1040.07%225CommonNONE
81762P102NOWSERVICENOW INC$1030.07%145CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1030.07%2,783CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$1010.07%1,134CommonNONE
369550108GDGENERAL DYNAMICS CORP$990.07%386CommonNONE
92204A801VAWVANGUARD WORLD FDS$970.07%510CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$970.07%7,594CommonNONE
25746U109DDOMINION ENERGY INC$970.07%2,025CommonNONE
46432F834IXUSISHARES TR$950.06%1,463CommonNONE
747316107KWRQUAKER HOUGHTON$940.06%440CommonNONE
806407102HSICHENRY SCHEIN INC$930.06%1,220CommonNONE
45783Y756BUFBINNOVATOR ETFS TR$930.06%3,360CommonNONE
78464A359CWBSPDR SER TR$930.06%1,298CommonNONE
704326107PAYXPAYCHEX INC$900.06%747CommonNONE
464287150ITOTISHARES TR$900.06%857CommonNONE
464287887IJTISHARES TR$880.06%705CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$870.06%1,802CommonNONE
020002101ALLALLSTATE CORP$860.06%615CommonNONE
097023105BABOEING CO$860.06%334CommonSOLE
336917109FDLFIRST TR MORNINGSTAR DIVID L$860.06%2,391CommonNONE
902681105UGIUGI CORP NEW$850.06%3,430CommonNONE
071813109BAXBAXTER INTL INC$840.06%2,139CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$840.06%695CommonNONE
075887109BDXBECTON DICKINSON &CO$840.06%339CommonNONE
464287556IBBISHARES TR$830.06%609CommonNONE
636180101NFGNATIONAL FUEL GAS CO$830.06%1,650CommonNONE
46428Q109SLVISHARES SILVER TR$820.06%3,734CommonNONE
046353108AZNNASTRAZENECA PLC$820.06%1,247CommonNONE
464287119ILCGISHARES TR$820.06%1,200CommonNONE
464287812IYKISHARES TR$810.05%420CommonNONE
513272104LWLAMB WESTON HLDGS INC$810.05%746CommonNONE
872590104TMUST-MOBILE US INC$810.05%508CommonNONE
806857108SLBSCHLUMBERGER LTD$810.05%1,522CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$810.05%3,517CommonNONE
253868103DLRDIGITAL RLTY TR INC$800.05%594CommonNONE
37954Y855LITGLOBAL X FDS$800.05%1,562CommonNONE
29250N105ENBENBRIDGE INC$790.05%2,175CommonNONE
34965K107FTREFORTREA HLDGS INC$790.05%2,234CommonNONE
03073E105CORCENCORA INC$780.05%384CommonNONE
464287804IJRISHARES TR$770.05%707CommonNONE
02209S103MOALTRIA GROUP INC$770.05%1,918CommonNONE
032654105ADIANALOG DEVICES INC$760.05%388CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$760.05%2,415CommonNONE
464287655IWMISHARES TR$760.05%377CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$750.05%1,065CommonNONE
464287234EEMISHARES TR$750.05%1,879CommonNONE
464288828IHFISHARES TR$740.05%280CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$710.05%600CommonNONE
855244109SBUXSTARBUCKS CORP$670.05%685CommonNONE
654106103NKENIKE INC$670.05%615CommonNONE
863667101SYKSTRYKER CORPORATION$670.05%224CommonNONE
681919106OMCOMNICOM GROUP INC$660.04%759CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$660.04%783CommonNONE
773903109ROKROCKWELL AUTOMATION INC$660.04%211CommonNONE
22822V101CCICROWN CASTLE INC$650.04%554CommonNONE
780259305SHELSHELL PLC$650.04%996CommonNONE
609207105MDLZMONDELEZ INTL INC$650.04%908CommonNONE
92556V106VTRSVIATRIS INC$650.04%5,984CommonNONE
74340W103PLDPROLOGIS INC.$640.04%482CommonNONE
464287630IWNISHARES TR$640.04%413CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$630.04%1,045CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$620.04%730CommonNONE
452308109ITWILLINOIS TOOL WKS INC$620.04%239CommonNONE
418056107HASHASBRO INC$610.04%1,209CommonNONE
922908595VBKVANGUARD INDEX FDS$610.04%247CommonNONE
G5960L103MDTMEDTRONIC PLC$610.04%741CommonNONE
464288240ACWXISHARES TR$600.04%1,184CommonNONE
97717W505DONWISDOMTREE TR$600.04%1,314CommonNONE
882508104TXNTEXAS INSTRS INC$590.04%346CommonNONE
464288687PFFISHARES TR$590.04%1,862CommonNONE
G29183103ETNEATON CORP PLC$570.04%235CommonNONE
695156109PKGPACKAGING CORP AMER$570.04%350CommonNONE
37733W204GSKGSK PLC$560.04%1,522CommonNONE
443573100HUBSHUBSPOT INC$550.04%93CommonNONE
45687V106IRINGERSOLL RAND INC$550.04%714CommonNONE
988498101YUMYUM BRANDS INC$550.04%429CommonNONE
55261F104MTBM &T BK CORP$540.04%390CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$540.04%705CommonNONE
550021109LULULULULEMON ATHLETICA INC$530.04%104CommonNONE
78468R853SPSMSPDR SER TR$530.04%1,259CommonNONE
91913Y100VLOVALERO ENERGY CORP$530.04%409CommonNONE
842587107SOSOUTHERN CO$530.04%758CommonNONE
260003108DOVDOVER CORP$520.04%340CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$520.04%152CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$520.04%984CommonNONE
00770K202AMTXAEMETIS INC$520.04%10,000CommonNONE
74347X831TQQQPROSHARES TR$510.03%1,001CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$510.03%232CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$510.03%1,006CommonNONE
040413106ANETEURARISTA NETWORKS INC$510.03%213CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$510.03%1,319CommonNONE
892331307TMTOYOTA MOTOR CORP$500.03%275CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$490.03%221CommonNONE
80105N105SNYSANOFI$480.03%965CommonNONE
055622104BPBP PLC$480.03%1,358CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$480.03%7,660CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$480.03%304CommonNONE
890110109TMPTOMPKINS FINL CORP$480.03%797CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$480.03%21CommonNONE
285512109EAELECTRONIC ARTS INC$460.03%334CommonNONE
464288448IDVISHARES TR$460.03%1,675CommonNONE
04010L103ARCCARES CAPITAL CORP$460.03%2,300CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$460.03%583CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$450.03%1,406CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$440.03%961CommonNONE
571903202MARMARRIOTT INTL INC NEW$440.03%195CommonNONE
136375102CNICANADIAN NATL RY CO$430.03%341CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$430.03%555CommonNONE
254709108DFSEURDISCOVER FINL SVCS$430.03%381CommonNONE
37940X102GPNGLOBAL PMTS INC$430.03%334CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$430.03%1,400CommonNONE
464287176TIPISHARES TR$420.03%383CommonNONE
56167N753MANAGED PORTFOLIO SERIES$420.03%978CommonNONE
670346105NUENUCOR CORP$420.03%240CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$420.03%3,670CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$410.03%438CommonNONE
92204A884VOXVANGUARD WORLD FDS$410.03%350CommonNONE
95058W100WENWENDYS CO$410.03%2,125CommonNONE
043113208ARTNAARTESIAN RES CORP$410.03%1,000CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$400.03%500CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$390.03%2,000CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$390.03%327CommonNONE
67073B106JPCNUVEEN PFD &INCOME OPPORTUN$390.03%5,691CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$390.03%312CommonNONE
46429B663HDVISHARES TR$390.03%388CommonNONE
922908629VOVANGUARD INDEX FDS$380.03%158CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$380.03%666CommonNONE
97717W604DESWISDOMTREE TR$380.03%1,157CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$380.03%870CommonNONE
784117103SEICSEI INVTS CO$380.03%600CommonNONE
487836108KKELLANOVA$370.02%661CommonNONE
48251W104KKRKKR &CO INC$360.02%450CommonNONE
46435U556ARTYISHARES TR$360.02%1,030CommonNONE
37954Y632AIQGLOBAL X FDS$360.02%1,165CommonNONE
921937827BSVVANGUARD BD INDEX FDS$360.02%466CommonNONE
464288273SCZISHARES TR$350.02%547CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$350.02%573CommonNONE
464287499IWRISHARES TR$350.02%456CommonNONE
46284V101IRMIRON MTN INC DEL$350.02%500CommonNONE
G0176J109ALLEALLEGION PLC$340.02%270CommonNONE
74762E102QUREQUANTA SVCS INC$340.02%162CommonNONE
89151E109TTENTOTALENERGIES SE$340.02%506CommonNONE
723787107PXDEURPIONEER NAT RES CO$340.02%150CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$340.02%146CommonNONE
464287762IYHISHARES TR$330.02%117CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$330.02%323CommonNONE
922908553VNQVANGUARD INDEX FDS$330.02%373CommonNONE
98978V103ZTSZOETIS INC$330.02%168CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$320.02%450CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$320.02%394CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$320.02%450CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$310.02%650CommonNONE
783859101STBAS &T BANCORP INC$310.02%925CommonNONE
46432F339QUALISHARES TR$310.02%212CommonNONE
892356106TSCOTRACTOR SUPPLY CO$310.02%141CommonNONE
501044101KRKROGER CO$300.02%637CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$300.02%2,221CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$300.02%527CommonNONE
56035L104MAINMAIN STR CAP CORP$300.02%700CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$290.02%284CommonNONE
89469A104THSTREEHOUSE FOODS INC$290.02%726CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$290.02%57CommonNONE
22052L104CTVACORTEVA INC$290.02%595CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$280.02%670CommonNONE
45782C383PMARINNOVATOR ETFS TR$280.02%800CommonNONE
406216101HALHALLIBURTON CO$270.02%738CommonNONE
817565104SCISERVICE CORP INTL$270.02%400CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$260.02%500CommonNONE
871607107SNPSSYNOPSYS INC$260.02%50CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$260.02%30CommonNONE
832696405SJMSMUCKER J M CO$260.02%203CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$250.02%94CommonNONE
260557103DOWDOW INC$250.02%466CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$250.02%478CommonNONE
247361702DALDELTA AIR LINES INC DEL$250.02%615CommonNONE
46435U366IDRVISHARES TR$250.02%695CommonNONE
337932107FEFIRSTENERGY CORP$250.02%700CommonNONE
78468R788SPYDSPDR SER TR$240.02%614CommonNONE
125523100CITHE CIGNA GROUP$240.02%79CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$240.02%270CommonNONE
12811P108XCHYXCALAMOS CONV &HIGH INCOME F$240.02%2,100CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$240.02%116CommonNONE
376536108GOODGLADSTONE COMMERCIAL CORP$230.02%1,700CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$230.02%375CommonNONE
808524706SCHESCHWAB STRATEGIC TR$230.02%967CommonNONE
92204A405VFHVANGUARD WORLD FDS$230.02%251CommonNONE
640491106NEOGNEOGEN CORP$230.02%1,208CommonNONE
756109104OREALTY INCOME CORP$230.02%400CommonNONE
922908538VOTVANGUARD INDEX FDS$220.01%103CommonNONE
921937793BLVVANGUARD BD INDEX FDS$220.01%289CommonNONE
29444U700EQIXEQUINIX INC$220.01%27CommonNONE
46435G672IAGGISHARES TR$220.01%446CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$220.01%509CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$220.01%2,056CommonNONE
314211103FHIFEDERATED HERMES INC$210.01%615CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$210.01%354CommonNONE
436440101HO1HOLOGIC INC$210.01%300CommonNONE
489170100KMTKENNAMETAL INC$210.01%800CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$200.01%400CommonNONE
92939U106WECWEC ENERGY GROUP INC$200.01%232CommonNONE
92912T100XIGDXVOYA GLBL EQTY DIV &PREM OP$200.01%4,000CommonNONE
46137V571PGJINVESCO EXCHANGE TRADED FD T$200.01%775CommonNONE
74347B169ONLNPROSHARES TR$200.01%562CommonNONE
125269100CFCF INDS HLDGS INC$200.01%250CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$190.01%387CommonNONE
928377100VSTOEURVISTA OUTDOOR INC$190.01%648CommonNONE
067901108ABXBARRICK GOLD CORP$190.01%1,091CommonNONE
67080R102NPFDNUVEEN VRIABL RAT PFD &INM$190.01%1,193CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$190.01%180CommonNONE
150185106CEDAR FAIR L P$180.01%443CommonNONE
G54950103LINLINDE PLC$180.01%42CommonNONE
879105104THQABRDN HEALTHCARE OPPORTUNITI$180.01%1,000CommonNONE
64828T201RITMRITHM CAPITAL CORP$180.01%1,700CommonNONE
464288752ITBISHARES TR$180.01%175CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$180.01%496CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$180.01%450CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$170.01%336CommonNONE
30161N101EXCEXELON CORP$170.01%474CommonNONE
565849106MRO*MARATHON OIL CORP$170.01%708CommonNONE
00214Q500PRNTARK ETF TR$170.01%725CommonNONE
87612E106TGTTARGET CORP$170.01%123CommonNONE
37954Y830COPXGLOBAL X FDS$170.01%440CommonNONE
H01301128ALCALCON AG$170.01%205CommonNONE
064058100BKBANK NEW YORK MELLON CORP$160.01%298CommonNONE
921937819BIVVANGUARD BD INDEX FDS$160.01%217CommonNONE
72201R833MINTPIMCO ETF TR$160.01%157CommonNONE
494368103KMBKIMBERLY-CLARK CORP$160.01%130CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$160.01%206CommonNONE
808524607SCHASCHWAB STRATEGIC TR$160.01%330CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$160.01%800CommonNONE
687380105ORRFORRSTOWN FINL SVCS INC$150.01%500CommonNONE
252131107DXCMDEXCOM INC$150.01%127CommonNONE
354613101BENFRANKLIN RESOURCES INC$150.01%500CommonNONE
517834107LVSLAS VEGAS SANDS CORP$150.01%300CommonNONE
835699307SONYSONY GROUP CORP$150.01%161CommonNONE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$150.01%200CommonNONE
50202M102LILI AUTO INC$150.01%400CommonNONE
45782C318PMAYINNOVATOR ETFS TR$150.01%500CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$150.01%184CommonNONE
219350105GLWCORNING INC$140.01%450CommonNONE
115637209BF/BBROWN FORMAN CORP$140.01%250CommonNONE
08160H101BHEBENCHMARK ELECTRS INC$140.01%496CommonNONE
03152W109AM6AMICUS THERAPEUTICS INC$140.01%1,000CommonNONE
82710M100SILKUSDSILK RD MED INC$140.01%1,150CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$140.01%376CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$140.01%30CommonNONE
405552100HLNHALEON PLC$140.01%1,734CommonNONE
833445109SNOWSNOWFLAKE INC$130.01%68CommonNONE
464288661IEIISHARES TR$130.01%111CommonNONE
56501R106MFCMANULIFE FINL CORP$130.01%571CommonNONE
464286665EPPISHARES INC$130.01%300CommonNONE
98419M100XYLXYLEM INC$130.01%119CommonNONE
78463X848CWISPDR INDEX SHS FDS$130.01%480CommonNONE
852234103XYZBLOCK INC$130.01%160CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$120.01%124CommonNONE
464287697IDUISHARES TR$120.01%150CommonNONE
95040Q104WELLWELLTOWER INC$120.01%142CommonNONE
816851109SRESEMPRA$120.01%159CommonNONE
464287465EFAISHARES TR$120.01%155CommonNONE
68554V108OSURORASURE TECHNOLOGIES INC$120.01%1,500CommonNONE
45782C573PNOVINNOVATOR ETFS TR$120.01%360CommonNONE
668771108GENGEN DIGITAL INC$120.01%541CommonNONE
918090101UTZUTZ BRANDS INC$110.01%650CommonNONE
69344A107PULSPGIM ETF TR$110.01%216CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$110.01%72CommonNONE
336920103FPXFIRST TR EXCHANGE TRADED FD$110.01%117CommonNONE
37954Y384BUGGLOBAL X FDS$110.01%361CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$110.01%138CommonNONE
412822108HOGHARLEY DAVIDSON INC$110.01%304CommonNONE
281020107EIXEDISON INTL$110.01%150CommonNONE
90138F102TWLOTWILIO INC$100.01%129CommonNONE
345370860FFORD MTR CO DEL$100.01%838CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$100.01%500CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$100.01%120CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$100.01%674CommonNONE
297602104ETDETHAN ALLEN INTERIORS INC$100.01%300CommonNONE
69374H741SRVRPACER FDS TR$100.01%320CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$100.01%700CommonNONE
11271J107BNBROOKFIELD CORP$100.01%249CommonNONE
444859102HUMHUMANA INC$100.01%22CommonNONE
01879R106XAWFXALLIANCEBERNSTEIN GLOBAL HIG$100.01%1,000CommonNONE
464288166AGZISHARES TR$100.01%90CommonNONE
464288257ACWIISHARES TR$90.01%91CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.